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For families and heirsYour Step-Up in Basis Appraisal: A Guide for Families
What to know after the loss of a loved one, and how a date-of-death appraisal can protect your family from taxes it does not owe. A worked example, a documents checklist, questions for your CPA and attorney, and the common mistakes to avoid. 16 pages.
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For agents and loan officersThe Appraiser's Eye: FHA, VA and Conventional
What an appraiser is actually looking for on each loan type, side by side, pulled from HUD Handbook 4000.1, the VA Lender's Handbook and the Fannie Mae Selling Guide. Ends with a pocket checklist for each loan so you can walk the house before the appraisal is scheduled. 10 pages.
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For agents, loan officers and homeownersThe UAD 3.6 Playbook
Every appraisal form you know retires on November 2, 2026. What replaces them, what the new report asks for, and why your MLS entry just became appraisal data. Includes a Property Intake Worksheet built to the new report's fields. 27 pages.
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For agents and loan officersThe FHA Appraisal Guide
A 30-page field guide: what FHA actually requires, what is changing under UAD 3.6, which items are cosmetic and which are repairs, and how to prepare a property so the file moves.
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For agentsHow to Find Comps When There Are No Recent Sales
The step-by-step method for the street where nothing has sold in months. Go back in time before you go out in distance: define the market, find the older sales, measure the market change, and bring them forward.
Get the free guideFor agents and loan officersStep-Up in Basis: A Client Handout for Agents
A client-ready explainer on step-up in basis and why the date-of-death value matters at tax time. Put your branding on it and send it to the families you work with.
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For agents and homeownersThe Appraisal Prep Playbook
A checklist for the safety items that hold up loans, plus a fillable Appraiser Intake Worksheet for the upgrades and details only the owner would know. Type into the PDF, save it, and send it over before the appointment. 7 pages.
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